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CRM settings help your team organize leads, customers, and follow-up work. You do not need to know sales software terms to use this page. Think of CRM settings as the labels and stages your team uses to answer:
  • Who is interested in becoming a customer?
  • Where are they in our process?
  • What type of customer are they?
  • How did they find us?
  • When should we follow up?

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What you will accomplish

  • Name the follow-up stages your team uses (for example New Lead, Contacted, Active Customer).
  • Group stages as Lead, Customer, or Former Customer so the Contacts board stays organized.
  • Set auto due dates so follow-up does not slip through the cracks.
  • Create Customer types, Customer sources, and Vendor types so staff pick consistent labels.
  • Confirm the same stage names appear in Contacts Board view.

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Before you start

  • Write down the real steps your team uses from first inquiry to active customer.
  • List the customer types your facility serves, such as storage, events, detailing, or marketplace.
  • List common lead sources, such as referral, website, phone call, auction, event, or social media.
  • Decide how quickly staff should follow up at each stage.

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Open CRM settings

Go to Settings > CRM. The CRM settings page autosaves changes. You may see Autosaves changes, Saving…, or Saved near the top of the page.
CRM settings showing Lead, Customer, and Former Customer columns with sample contacts, an Add Stage button, and Customer types for Storage, Events, and Detailing
CRM stages become columns on the contacts board. The green Lead lane here follows up after 3 days. Click Add Stage to add another step. Jump links at the top of the page include Stages, Customer types, Customer sources, and Vendor types.

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Set up CRM stages

CRM stages become the lanes on your customer relationship board.
1

Find CRM stages

On Settings > CRM, find the swimlanes named Lead, Customer, and Former Customer.
2

Review existing stages

Read each stage name. Keep names simple. Good examples include New Lead, Contacted, Tour Scheduled, Proposal Sent, Active Customer, and Former Customer.
3

Click a lane to edit it

Click a lane to change its name, description, and auto due date.The due date is in days. For example, 3 means follow up within 3 days.Why this matters: When a customer sits in Lead too long, your team may forget to call back. Auto due dates turn quiet leads into visible reminders on the Contacts board.
4

Add or reorder stages

Click Add Stage to create a new stage.Drag the handle on a lane to reorder stages into the order your team follows.Expected result: Your relationship board shows stages in the same order your team describes the sales process on the phone.
Keep stages action-focusedGood stages tell staff what needs to happen next. For example, Needs Follow-Up is clearer than Pending.

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Confirm stages on the Contacts board

1

Open Contacts

Go to Contacts.
2

Open Filters & settings and choose Board

Click Filters & settings near the search bar (on a phone it may show only the filter icon).In the panel that opens, click Board.Expected result: You see columns (lanes) with the same stage names you set in CRM settings.
3

Drag one test card (optional)

If you have a test customer in an early stage, drag their card to the next column once to confirm the board groups match your Lead, Customer, and Former Customer lanes.
Contacts page with Filters and settings open, Board view selected, and CRM stage filters for Lead, Customer, and Former Customer
On Contacts, click Filters & settings, then Board. The same Lead, Customer, and Former Customer groups you named in CRM settings appear as columns.
Who uses Board view?Sales or relationship leads often live in Board view to track follow-up. Front desk staff may prefer the table or card list when they need phone numbers quickly. Both views use the same CRM stages you configure here.

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Set up customer types

Customer types help your team group customers by what they use your facility for.
1

Find Customer types

On Settings > CRM, scroll to Customer types, or click Customer types at the top of the page.
2

Review the names

Use names staff will understand, such as Storage, Events, Detailing, Marketplace, or Concierge.
3

Add or edit a type

Click a card to edit it, or add a new type.Use the description field to explain when staff should choose that type.If a type has been used before, consider turning it off instead of deleting it.
Expected result: When you open a customer record, staff can pick a type that matches how your facility thinks about that relationship.
CRM settings Customer types cards for Storage, Events, Detailing, Ancillary Services, and Marketplace, plus Customer sources below
Customer types and Customer sources are cards you can drag to reorder. Use the words your staff already say on the phone.

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Set up customer sources

Sources describe where a lead or customer came from.
1

Find Customer sources

Click Customer sources at the top of Settings > CRM.
2

Add the sources your staff asks about

Common examples include Referral, Website, Phone Call, Instagram, Auction, Existing Customer, and Event.
3

Reorder sources

Put the most common sources near the top so staff can find them quickly.
Expected result: When staff add or edit a contact, they can choose a source from your list instead of typing a different answer every time.

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Set up vendor types (optional)

If you work with transporters, detailers, or other vendors, use Vendor types so those contacts stay labeled clearly.
1

Find Vendor types

Click Vendor types at the top of the CRM page.
2

Add types your shop actually uses

Examples: Transporter, Detail Shop, Insurance Adjuster, Auction House.Skip this section if you do not track vendors separately.

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What success looks like

  • CRM stages match your real sales and customer follow-up process.
  • Each stage sits in the right swimlane: Lead, Customer, or Former Customer.
  • Auto due dates remind staff when follow-up should happen.
  • Customer types help group customers by the services they use.
  • Sources help your team understand where new leads come from.

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Simple example setup

If you are not sure where to start, try a simple setup first:Stages: New Lead, Contacted, Tour Scheduled, Proposal Sent, Active Customer, Former Customer.Customer types: Storage, Detailing, Events, Marketplace, Other.Sources: Referral, Website, Phone Call, Social Media, Event, Existing Customer.You can improve these later after your team uses the CRM for a few weeks.

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Troubleshooting

Changes did not saveWatch the save message near the top of the page. If it stays on Saving… or shows an error, refresh the page and try again. Avoid closing the page while it is saving.
A stage appears in the wrong placeCheck which swimlane the stage sits in. A lead stage should live under Lead, an active customer stage under Customer, and a former customer stage under Former Customer.
Staff are confused by a labelRename the label in plain language or add a description. Use the words your team already says in daily work.
I want to remove an old labelIf the label has been used on real customer records, turning it off is usually safer than deleting it. This keeps history easier to understand.

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What to do next

After CRM settings are ready, review your customer records in Contacts. Use Manage contact tags and CRM fields when staff need flexible labels on individual customers. If you are still setting up the app, continue with Review security settings.